§ 13F · FUND PROFILE
Kerrisdale Advisers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 76Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TDS | TELEPHONE & DATA SYS INC | 506K | $20.7T | 9.8% | NEW |
| 2 | MELI | MERCADOLIBRE INC | 9K | $17.3T | 8.1% | NEW |
| 3 | SYY | SYSCO CORP | 211K | $15.6T | 7.3% | NEW |
| 4 | V | VISA INC | 39K | $13.8T | 6.5% | NEW |
| 5 | ACMR | ACM RESH INC | 263K | $10.4T | 4.9% | NEW |
| 6 | SHC | SOTERA HEALTH CO | 557K | $9.8T | 4.6% | NEW |
| 7 | AMZN | AMAZON COM INC | 41K | $9.5T | 4.5% | NEW |
| 8 | GOOGL | ALPHABET INC | 29K | $9.2T | 4.3% | NEW |
| 9 | KVUE | KENVUE INC | 344K | $5.9T | 2.8% | NEW |
| 10 | CIB | GRUPO CIBEST SA | 91K | $5.8T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KERRISDALE SIGNAL
AC read
Kerrisdale Advisers, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed